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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedAug 13, 2024
DataAggregated Company Financials
Companies59
  • 7D13.9%
  • 3M-21.8%
  • 1Y16.3%
  • YTD0.7%

Over the last 7 days, the Semiconductors industry has dropped 4.5%, driven by a pullback from Sumco of 18%. Meanwhile, Tokyo Electron actually outperformed within the industry, gaining 17% in the last week. This takes the industry's 12 month performance to a gain of 14%. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the Japanese Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 13 Aug 2024JP¥34.2tJP¥8.9tJP¥1.3t14.2x25.7x3.8x
Thu, 11 Jul 2024JP¥49.2tJP¥8.6tJP¥1.3t22.9x38.7x5.7x
Sat, 08 Jun 2024JP¥44.5tJP¥8.6tJP¥1.3t21.5x35x5.2x
Mon, 06 May 2024JP¥43.3tJP¥8.6tJP¥1.3t21.8x33x5x
Wed, 03 Apr 2024JP¥48.2tJP¥8.6tJP¥1.3t20.1x36.4x5.6x
Fri, 01 Mar 2024JP¥45.5tJP¥8.6tJP¥1.3t21.7x34.4x5.3x
Sun, 28 Jan 2024JP¥38.4tJP¥8.7tJP¥1.4t17.1x28.1x4.4x
Tue, 26 Dec 2023JP¥34.7tJP¥8.7tJP¥1.4t16.4x25.4x4x
Thu, 23 Nov 2023JP¥33.2tJP¥8.5tJP¥1.4t17.3x24.3x3.9x
Sat, 21 Oct 2023JP¥28.5tJP¥8.6tJP¥1.5t14.4x19x3.3x
Mon, 18 Sep 2023JP¥29.4tJP¥8.5tJP¥1.5t14x19.6x3.4x
Wed, 16 Aug 2023JP¥29.0tJP¥8.3tJP¥1.5t13.5x19.6x3.5x
Fri, 14 Jul 2023JP¥29.5tJP¥8.6tJP¥1.6t12.9x19x3.4x
Sun, 11 Jun 2023JP¥27.8tJP¥8.6tJP¥1.6t13.7x17.9x3.2x
Tue, 09 May 2023JP¥22.0tJP¥8.6tJP¥1.5t10.7x14.2x2.6x
Thu, 06 Apr 2023JP¥22.4tJP¥8.3tJP¥1.5t10.7x15.1x2.7x
Sat, 04 Mar 2023JP¥21.8tJP¥8.3tJP¥1.5t10.8x14.6x2.6x
Mon, 30 Jan 2023JP¥20.5tJP¥8.2tJP¥1.5t9.6x13.6x2.5x
Wed, 28 Dec 2022JP¥18.7tJP¥8.2tJP¥1.5t9x12.4x2.3x
Fri, 25 Nov 2022JP¥21.3tJP¥8.1tJP¥1.5t10.6x14.1x2.6x
Sun, 23 Oct 2022JP¥17.3tJP¥7.6tJP¥1.3t8.5x13.1x2.3x
Tue, 20 Sep 2022JP¥17.9tJP¥7.5tJP¥1.3t9.3x13.6x2.4x
Thu, 18 Aug 2022JP¥19.6tJP¥7.5tJP¥1.3t10x14.9x2.6x
Sat, 16 Jul 2022JP¥17.7tJP¥7.1tJP¥1.2t9.8x14.5x2.5x
Mon, 13 Jun 2022JP¥21.2tJP¥7.1tJP¥1.2t11.5x17.5x3x
Wed, 11 May 2022JP¥20.3tJP¥6.9tJP¥1.2t12.6x17.7x3x
Fri, 08 Apr 2022JP¥20.9tJP¥6.6tJP¥1.1t13.4x19x3.1x
Sun, 06 Mar 2022JP¥20.4tJP¥6.6tJP¥1.1t12.4x18.7x3.1x
Tue, 01 Feb 2022JP¥21.7tJP¥6.2tJP¥921.0b16.9x23.5x3.5x
Thu, 30 Dec 2021JP¥25.8tJP¥6.1tJP¥879.6b18.9x29.3x4.3x
Sat, 27 Nov 2021JP¥23.8tJP¥6.0tJP¥876.9b19x27.2x3.9x
Mon, 25 Oct 2021JP¥21.0tJP¥5.7tJP¥733.8b21.3x28.7x3.7x
Wed, 22 Sep 2021JP¥22.4tJP¥5.6tJP¥725.2b21.8x30.9x4x
Fri, 20 Aug 2021JP¥18.0tJP¥5.7tJP¥726.8b19.8x24.7x3.1x
Price to Earnings Ratio

24.7x


Total Market Cap: JP¥18.0tTotal Earnings: JP¥726.8bTotal Revenue: JP¥5.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 22.1x202220232024
Current Industry PE
  • Investors are optimistic on the Japanese Semiconductor industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.7x which is higher than its 3-year average PE of 22.1x.
  • The industry is trading close to its 3-year average PS ratio of 3.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 16% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Japanese Tech industry?

JP Market11.02%
Tech12.52%
Semiconductors13.89%
Semiconductor Equipment14.28%
Semiconductors12.26%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 25.2x.
    • Analysts are expecting annual earnings growth of 18.1%, which is higher than its past year's earnings decline of 6.4% per year.
  • Investors are most pessimistic about the Semiconductors industry, which is trading close to its 3-year average of 16.2x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings decline of 6.4% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 17% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
8035 Tokyo ElectronJP¥25.81k17.0%
+JP¥1.7t		27.3%PE27.9x
6920 LasertecJP¥26.92k38.9%
+JP¥680.5b		24.6%PE41.1x
6723 Renesas ElectronicsJP¥2.19k17.3%
+JP¥577.5b		-10.1%PE13.9x
6146 DiscoJP¥41.33k9.9%
+JP¥404.2b		64.7%PE47x
6857 AdvantestJP¥5.79k9.0%
+JP¥353.7b		30.3%PE55.6x
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8035

JP¥25,810.00

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7D

17.0%

1Y

27.3%

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6525

JP¥3,290.00

Kokusai Electric

7D

13.6%

1Y

n/a

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Aug 12
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6920

JP¥26,920.00

Lasertec

7D

38.9%

1Y

24.6%

Lasertec Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Aug 11
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6146

JP¥41,330.00

Disco

7D

9.9%

1Y

64.7%

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Aug 11
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6730

JP¥1,121.00

AXELL

7D

-2.5%

1Y

-35.8%

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Aug 10
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3436

JP¥1,563.50

Sumco

7D

-17.9%

1Y

-18.0%

Sumco Corporation Just Missed EPS By 19%: Here's What Analysts Think Will Happen Next

Aug 09
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7729

JP¥7,060.00

Tokyo Seimitsu

7D

-1.3%

1Y

-8.7%

6963

JP¥1,580.00

ROHM

7D

-4.6%

1Y

-48.7%

ROHM Co., Ltd. Just Recorded A 28% EPS Beat: Here's What Analysts Are Forecasting Next

Aug 07
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6857

JP¥5,792.00

Advantest

7D

9.0%

1Y

30.3%

6656

JP¥747.00

inspec

7D

-5.9%

1Y

-48.2%

6723

JP¥2,187.50

Renesas Electronics

7D

17.3%

1Y

-10.1%

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Aug 03
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6526

JP¥2,590.00

Socionext

7D

12.1%

1Y

-22.3%

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Aug 02
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7735

JP¥9,681.00

SCREEN Holdings

7D

6.6%

1Y

36.3%

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Aug 02
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8155

JP¥3,675.00

Mimasu Semiconductor Industry

7D

-0.1%

1Y

35.7%